Thread: [Solved] Mail Merge with Excel Data
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Old 03-26-2020, 04:43 PM
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Is there anything in the workbook that identifies which staff member is responsible for which customer? If so, one option would be to use a DATABASE field in a normal email mailmerge main document and a macro to drive the process. An outline of this approach can be found at: Many to one email merge using tables - Microsoft Community Or, if your Excel workbook has a separate worksheet that with just a single instance of each of staff member's name, a DATABASE field in a normal ‘email’ mailmerge main document could be used without the need for a macro. An outline of this approach can be found at: Mail Merge - To a Word Table on a Single Page - Microsoft Community
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Paul Edstein
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